1,106 Results for

Planning Analyst Jobs in Minnesota

United States of America

Work hours/week:.

250 NICOLLET MALL:MINNEAPOLIS

City:.

Duluth, MN
  • Part time

As an individual contributor within the Finance organization, this role works closely with internal stakeholders and external advisors to size business opportunities, develop market analyses, create business cases, manage the M&A pipeline and drive all phases of the M&A lifecycle—from sourcing and initial diligence to valuation, deal execution, and post-close integration planning. Builds Networks: Effectively builds formal and informal relationship networks both internally and externally; works collaboratively with others to meet shared objectives.

Duluth, MN
  • $88,858.53–$133,287.79 / year
  • Part time

As an individual contributor within the Finance organization, this role works closely with internal stakeholders and external advisors to develop market analyses, create business cases, manage the M&A pipeline and drive all phases of the M&A lifecycle—from sourcing and initial diligence to valuation, deal execution, and post-close integration planning. Builds Networks: Effectively builds formal and informal relationship networks both internally and externally.

Morgan Stanley logo

Bloomington, MN
  • $34,320–$90,000 / year

MSOnline, eSign, eAuthorization) • Assisting Fas/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm-approved systems • Assisting with data entry for key client needs such as new account opening and financial planning at the direction of the Fas/PWAs/teams • Supporting the Fas / PWAs / teams' marketing strategy (e.g., website maintenance) • Assisting Fas / PWAs/ teams in delivering against their business plan and client service model • Remaining current on all policies, procedures, and new platforms • Participating in firm initiatives (e.g., training or education programs), special projects, and/or other duties directed by local management. • Provide service coverage for a FA/PWA/team including: • Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and/or FA/PWA • Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit) • Entering profile information or pre-filling account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA • Educating or enrolling clients in digital tools (e.g.

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